莫迪最担心的一幕已出现，俄要求用人民币结算石油，连美元都不收

Core Viewpoint - The shift in currency for oil transactions from USD and INR to RMB by Russia represents a significant change in the global energy settlement landscape, forcing India to adapt to this new reality rather than making a strategic choice [1][4][19]. Group 1: Currency Shift and Implications - Russia has mandated that India must use RMB for oil purchases, rejecting both USD and INR, which highlights a shift in the global energy settlement system [1][4]. - The transition from a potential multi-currency approach to a singular reliance on RMB indicates that India is being compelled to align with Russia's demands due to geopolitical pressures [4][8]. - The accumulation of over $40 billion in INR by Russian enterprises, which cannot be effectively utilized, further emphasizes the necessity for India to adopt RMB for transactions [6]. Group 2: Economic Considerations - The price advantage of Russian oil, which is expected to be $2 to $3 cheaper per barrel than market rates in 2025, incentivizes India to comply with the RMB requirement, potentially saving nearly $170 million annually [11]. - India's dependency on oil imports, with 90% sourced externally, necessitates a focus on securing stable and affordable energy supplies, regardless of political affiliations [11][19]. - The potential for India to re-export processed Russian oil to Europe for profit underscores the economic rationale behind the shift to RMB [11]. Group 3: Geopolitical Dynamics - The evolving relationship between India and Russia, marked by the acceptance of RMB, reflects a broader trend of countries seeking alternatives to the USD in international trade, driven by geopolitical tensions [15][17]. - The situation illustrates India's struggle to balance its relationships with both Russia and the United States, as it attempts to maintain energy security while navigating complex international dynamics [19][21]. - The acceptance of RMB for oil transactions is not a definitive political alignment with China but rather a pragmatic response to energy needs and market realities [19][21].